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Erik Swarts

Erik Swarts

Contributor since: 04 Apr 2011


Erik is an active trader, who has always taken a broad perspective when approaching the markets.

  • Taking Off in The Rain

    Published 23 December 2014 | viewed 0 times

    Photo courtesy of Pedro Moura Pinheiro The famous and infamous Joe Granville once duly observed, "Remember, if it's obvious to the public - it's obviously…

  • the Crude Reality in Oil

    Published 16 December 2014 | viewed 0 times

    Just as we've found the more contemporary comparisons of previous rate tightening cycles misleading with today (e.g. ZIRP), we find a similar fallacy in gleaning…

  • Following a 'Deflated' 2008 Redux in Commodities

    Published 09 December 2014 | viewed 0 times

    While the respective moves are roughly half 2008's magnitude - led by a corresponding seasonal pivot in the US dollar and euro, commodities have loosely…

  • The Delta Blues - Side I

    Published 05 December 2014 | viewed 0 times

    With consumer confidence at its highest level since before the Great Recession and with unemployment below 6% for the first time since 2008, you might…

  • The World is Flat - At The Transitional Divide

    Published 27 November 2014 | viewed 0 times

    One of the side effects of the financial crisis was that growth cycles across the world that had converged leading up to 2008, became untethered…

  • The Commodity Supercycle Ain't Over - Yet

    Published 18 November 2014 | viewed 0 times

    As surprising as it might sound today, we believe the secular trend for commodities has higher elevations to travel, before eventually running its course -…

  • Challenging Our Assumptions

    Published 03 November 2014 | viewed 0 times

    As the contemporary chapters of quantitative easing mature into their second decade (est. 2001 Japan) of trials and tribulations, it's important to recognize that the…

  • The World According to ZIRP

    Published 28 October 2014 | viewed 0 times

    Over the rails we fell. As if the labyrinth and tentacles of the financial crisis wasn't already hard enough to handle, we suddenly found ourselves…

  • Krugman Sees 37' - We Raise Him 9

    Published 20 October 2014 | viewed 0 times

    The expectation gap crashed close last week - with all the subtlety of an elephant standing and leaving the room. All it took was a…

  • Dollar Hollers - What does it say?

    Published 23 September 2014 | viewed 0 times

    Paul Tudor Jones, once fittingly observed, "Fundamentals might be good for the first third or first 50 or 60 percent of a move, but the…

  • The Miners Lead a Rising Tide

    Published 29 July 2014 | viewed 0 times

    Larger Image The asset relationships we have focused on over the past several weeks, is showing patterned replication in its leading proxy (precious metals miners)…

  • Follow The Yellow Brick Road

    Published 09 July 2014 | viewed 0 times

    Over the years we've gravitated towards tracking the nuances in the precious metals sector, because they can be great leading indicators of some of the…

  • Bubble Bubble Toil and Trouble

    Published 25 June 2014 | viewed 0 times

    A funny thing happened on the way to inflation... Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction…

  • Beware the Fury of a Patient Position

    Published 20 June 2014 | viewed 0 times

    They say the third time's a charm - and if the narrowed range that has confined silver over the past two years is any indication,…

  • Silver: Still Seeing The Forest for The Trees

    Published 04 June 2014 | viewed 0 times

    Rightfully so, short-term traders are taught to not question why an asset is trading higher, lower or sideways. In their narrowed perspective, it's often a…

  • Nature's Law of Symmetry, Proportion and Balance

    Published 31 May 2014 | viewed 0 times

    Nature is pleased with simplicity - Isaac Newton The Treasury market continues to diverge from long-standing and perennial expectations of higher yields and interest rates.…

  • Fear and Loathing in Las Vegas

    Published 23 May 2014 | viewed 0 times

    "By any accepted standard, I have had more than nine lives. I counted them up once and there were 13 times I almost and maybe…

  • Weekend Update

    Published 16 May 2014 | viewed 0 times

    At this time last year we had commented on the continued loosening of correlations in the markets from the historic extremes witnessed in the fall…

  • American Graffiti

    Published 15 May 2014 | viewed 0 times

    The writing on the wall that began ever so discretely and scribbled in pencil has become full blown graffiti installations - replete with colorful tags…

  • Custer's Ghost

    Published 13 May 2014 | viewed 0 times

    A bookend to some of the contradicting and confusing conditions witnessed these days, 2011 was another important - but confounding, time period in the markets.…